ISTHMUS PARTNERS, LLC Q1 2025 Filing
Filed May 1, 2025
Portfolio Value
$798.8M
Holdings
211
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (211 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ACLSAXCELIS TECHNOLOGIES INC | 31,621 | $1.6M | 0.20% | |
| 102 | NOGNORTHERN OIL AND GAS | 49,403 | $1.5M | 0.19% | |
| 103 | CXTCRANE NXT | 28,789 | $1.5M | 0.19% | |
| 104 | —DONNELLEY FINANCIAL | 33,287 | $1.5M | 0.18% | |
| 105 | KMBKIMBERLY-CLARK CORP | 10,091 | $1.4M | 0.18% | |
| 106 | EMBCEMBECTA CORP | 111,614 | $1.4M | 0.18% | |
| 107 | ATKRATKORE INC | 23,383 | $1.4M | 0.18% | |
| 108 | MGPIMGP INGREDIENTS INC | 46,113 | $1.4M | 0.17% | |
| 109 | CMCOCOLUMBUS MCKINNON CO | 76,181 | $1.3M | 0.16% | |
| 110 | MTXMINERALS TECHNOLOGIES INC. | 20,120 | $1.3M | 0.16% | |
| 111 | MCFTMASTERCRAFT BOAT HOLDINGS INC | 73,490 | $1.3M | 0.16% | |
| 112 | ISSCINNOVATIVE SOLUTIONS AND SUPPORT, INC. | 192,048 | $1.2M | 0.15% | |
| 113 | OABIOMNIAB, INC. | 468,707 | $1.1M | 0.14% | |
| 114 | METAMETA PLATFORMS INC | 1,858 | $1.1M | 0.13% | |
| 115 | XOMEXXON MOBIL CORP COM | 8,522 | $1.0M | 0.13% | |
| 116 | CSLCARLISLE COMPANIES | 2,777 | $945K | 0.12% | |
| 117 | UNPUNION PACIFIC CORP | 3,867 | $913K | 0.11% | |
| 118 | SPYSPDR S&P 500 ETF | 1,514 | $846K | 0.11% | |
| 119 | HLIHOULIHAN LOKEY INC CLASS A | 5,080 | $820K | 0.10% | |
| 120 | BRK/BBERKSHIRE HATHAWAY CLASS B | 1,532 | $815K | 0.10% | |
| 121 | NMIHNMI HOLDINGS INC CLASS A | 22,000 | $793K | 0.10% | |
| 122 | FASTFASTENAL CO | 10,194 | $790K | 0.10% | |
| 123 | —B J S WHOLESALE CLUB HOL | 6,735 | $768K | 0.10% | |
| 124 | —APPLIED INDL TECH | 3,200 | $721K | 0.09% | |
| 125 | —EVERCORE INC CLASS A | 3,490 | $697K | 0.09% | |
| 126 | HSICSCHEIN HENRY INC | 10,002 | $685K | 0.09% | |
| 127 | OTCMOTC MARKETS GROUP INC | 14,093 | $668K | 0.08% | |
| 128 | MCKMCKESSON CORP | 950 | $639K | 0.08% | |
| 129 | GGENPACT LIMITED | 12,250 | $617K | 0.08% | |
| 130 | FCFSFIRSTCASH HLDGS INC | 5,059 | $608K | 0.08% | |
| 131 | —J P MORGAN CHASE & CO | 2,417 | $592K | 0.07% | |
| 132 | TMOTHERMO FISHER SCNTFC | 1,170 | $582K | 0.07% | |
| 133 | ADPAUTO DATA PROCESSING | 1,897 | $579K | 0.07% | |
| 134 | USBU S BANCORP | 13,558 | $572K | 0.07% | |
| 135 | NSITINSIGHT ENTERPRISES | 3,780 | $566K | 0.07% | |
| 136 | IAU*ISHARES GOLD ETF | 9,520 | $561K | 0.07% | |
| 137 | RHIROBERT HALF INTL | 10,081 | $549K | 0.07% | |
| 138 | EXASEXACT SCIENCES CORP | 12,227 | $529K | 0.07% | |
| 139 | CATCATERPILLAR INC | 1,557 | $513K | 0.06% | |
| 140 | HCQAMN HEALTHCARE SERVICES INC | 20,037 | $490K | 0.06% | |
| 141 | ABTABBOTT LABORATORIES | 3,620 | $480K | 0.06% | |
| 142 | TN1TENNANT CO | 6,000 | $478K | 0.06% | |
| 143 | NEENEXTERA ENERGY INC | 6,670 | $472K | 0.06% | |
| 144 | FT2FIRST HORIZON CORPORATION COM | 23,891 | $463K | 0.06% | |
| 145 | SLVISHARES SILVER TRUST ETF IV | 14,900 | $461K | 0.06% | |
| 146 | AMZNAMAZON COM INC | 2,415 | $459K | 0.06% | |
| 147 | NVTNVENT ELECTRIC PLC F | 8,732 | $457K | 0.06% | |
| 148 | ETNEATON CORP PLC F | 1,644 | $446K | 0.06% | |
| 149 | HALOHALOZYME THERAPEUTICS | 6,875 | $438K | 0.05% | |
| 150 | TWSTTWIST BIOSCIENCE CORP | 11,145 | $437K | 0.05% | |
| 151 | CBSHCOMMERCE BANCSHARES | 6,848 | $426K | 0.05% | |
| 152 | JAZZJAZZ PHARMACEUTICALS PLC | 3,417 | $424K | 0.05% | |
| 153 | SANMSANMINA CORPORATION | 5,466 | $416K | 0.05% | |
| 154 | DOXAMDOCS LIMITED | 4,537 | $415K | 0.05% | |
| 155 | SNASNAP-ON INCORPORATED | 1,233 | $415K | 0.05% | |
| 156 | —ALPHABET INC. CLASS A | 2,625 | $405K | 0.05% | |
| 157 | CPERUNITED STATES COPPER INDEX ETF | 12,800 | $404K | 0.05% | |
| 158 | IBMIBM CORP | 1,621 | $403K | 0.05% | |
| 159 | FCNF T I CONSULTING INC | 2,402 | $394K | 0.05% | |
| 160 | CVXCHEVRON CORP | 2,312 | $386K | 0.05% | |
| 161 | AGCOAGCO CORP | 4,143 | $383K | 0.05% | |
| 162 | LRNSTRIDE INC | 2,995 | $378K | 0.05% | |
| 163 | MTNVAIL RESORTS INC | 2,334 | $373K | 0.05% | |
| 164 | AYIACUITY INC | 1,380 | $363K | 0.05% | |
| 165 | ABBVABBVIE INC | 1,725 | $361K | 0.05% | |
| 166 | CROXCROCS, INC | 3,408 | $361K | 0.05% | |
| 167 | MKLMARKEL CORP | 193 | $360K | 0.05% | |
| 168 | CBTCABOT CORPORATION | 4,258 | $354K | 0.04% | |
| 169 | ECLECOLAB INC | 1,375 | $348K | 0.04% | |
| 170 | FISVFISERV INC | 1,558 | $344K | 0.04% | |
| 171 | WCCWESCO INTL INC | 2,190 | $340K | 0.04% | |
| 172 | CMCCOMMERCIAL METALS CO | 7,381 | $339K | 0.04% | |
| 173 | IPGINTERPUBLIC GRP COS | 12,465 | $338K | 0.04% | |
| 174 | VVVVALVOLINE INC | 9,544 | $332K | 0.04% | |
| 175 | ARWARROW ELECTRONICS | 3,090 | $320K | 0.04% | |
| 176 | WECW E C ENERGY GROUP INC | 2,929 | $319K | 0.04% | |
| 177 | PPLTABERDEEN STANDARD PLATINUM ETF IV | 3,475 | $317K | 0.04% | |
| 178 | —WHITE MOUNTAINS INS F | 164 | $315K | 0.04% | |
| 179 | WMSADVANCED DRAINAGE SYSTEMS INC | 2,875 | $312K | 0.04% | |
| 180 | WEXWEX INC | 1,987 | $311K | 0.04% | |
| 181 | SHELSHELL PLC F SPONSORED ADR 1 ADR REPS 2 ORD SHS | 4,190 | $307K | 0.04% | |
| 182 | ORLYO REILLY AUTOMOTIVE | 210 | $300K | 0.04% | |
| 183 | DCIDONALDSON CO | 4,465 | $299K | 0.04% | |
| 184 | WWDWOODWARD INC | 1,620 | $295K | 0.04% | |
| 185 | NDSNNORDSON CORP | 1,464 | $295K | 0.04% | |
| 186 | SPGIS&P GLOBAL INC | 582 | $295K | 0.04% | |
| 187 | REXRREXFORD INDUSTRIAL REALTY INC | 7,406 | $289K | 0.04% | |
| 188 | EXPOEXPONENT INC | 3,390 | $274K | 0.03% | |
| 189 | IVVISHARES CORE S&P 500 ETF | 476 | $267K | 0.03% | |
| 190 | URIUNITED RENTALS INC | 420 | $263K | 0.03% | |
| 191 | VOOVANGUARD S&P 500 ETF | 495 | $254K | 0.03% | |
| 192 | MATVMATIV HOLDINGS INC | 40,539 | $252K | 0.03% | |
| 193 | OVVOVINTIV INC | 5,882 | $251K | 0.03% | |
| 194 | COSTCOSTCO WHOLESALE CO | 265 | $250K | 0.03% | |
| 195 | MDYSPDR S&P MIDCAP 400 ETF IV | 465 | $248K | 0.03% | |
| 196 | MELIMERCADOLIBRE INC | 127 | $247K | 0.03% | |
| 197 | ORIOLD REPUBLIC INTL CORP | 6,200 | $243K | 0.03% | |
| 198 | IWBISHARES RUSSELL 1000 ETF IV | 795 | $243K | 0.03% | |
| 199 | MGYMAGNOLIA OIL & GAS CORP | 9,490 | $239K | 0.03% | |
| 200 | NOCNORTHROP GRUMMAN CO | 465 | $238K | 0.03% |